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QAS Information Sheet
Guide
What are the eligibility requirements for taking a TDA loan?
FAQs: You may be eligible for a TDA loan under the following conditions:
Can a beneficiary roll over a death benefit to another account?
FAQ: Spouses of deceased members are permitted to roll over the taxable portion of a QPP and/or TDA Program death benefit to an eligible IRA or other successor program.
How are Rollovers different from Direct Payment Withdrawals?
FAQs: If you make a Direct Withdrawal, TRS sends the withdrawn amount directly to you.
Electronic Forms
If you are logged in, you can use the "e-form" link to electronically complete and submit the forms below. You can also click on the "PDF" link to download the blank form.
Forms In-Service Members
You can access forms for in-service members by using the applicable panels. The forms can be downloaded and printed; and the online versions of some forms can be completed and submitted to TRS through our website, if you are logged in.
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What is a TDAB account ?
FAQ: Establishing a “TDAB” account (a beneficiary account in TRS’ Tax-Deferred Annuity Program) is an option for some beneficiaries.